Ability to merge documents in Hubdoc.

Purpose: To easily combine separated pages of a document into one.

Ability to publish documents from Hubdoc into Xero Projects directly.

Purpose: To make users’ easily publish the document and assign it to Xero Project.

Ability to have a tax estimate included in a trust tax return where there is tax payable/refundable.

Purpose: To easily estimate and calculate Estate Tax Returns for all deceased clients.

Ability to make Hubdoc can run normally when there are more than 1,000 contacts in Xero.

Purpose: It will improve the workflow of the user when they’re using Hubdoc, and they don’t have to merge/delete the contact in Xero.

Upload multiple page documents as one through Hubdoc mobile app.

Purpose: Ease of use - Upload multiple pages using one device without having to send and upload through desktop.

Ability to save a document in Hubdoc to Onedrive for cloud storage.

Purpose: To easily send the document to Onedrive.

Ability to preview attachment before downloading it.

Purpose: Good for clients who want to preview the document without having to download it.

To keep the history of the activities about what staff members did to client’s Xero org.

Purpose: To get the activity log for audit purposes.

Ability to copy transactions directly across from a Xero org to Workpapers

Purpose: Save time and manual steps involved in having to download and re-upload individually

Option to choose where the logo is shown

Purpose: Consistency with brand/business internal guidelines. Formalities and looking professional to clients/stakeholders

Ability to roll forward balance sheet items and permanent documents when finishing a set of workpapers

Purpose: to reduce time spent recreating them in future years

Ability to format published reports. To be able to edit/add the columns, colours, and currency symbol.

Purpose: Ability to make documents created by a business consistent and professional when sharing with stakeholders & clients.

To have the feature where there’s an alert in Xero HQ when a return lodge is rejected by ATO.

Purpose: This will help Accountants can easily know which Xero org that the return was rejected by the ATO.